VC
BXMX

Vicus Capital’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Vicus Capital’s Portfolio BXMX Stock Details BXMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-54,443
Closed -$712K – 209
2019
Q3 		$712K Buy
54,443
+2,531
+5% +$33.1K 0.1% 124
2019
Q2 		$691K Buy
51,912
+5,243
+11% +$68.9K 0.1% 129
2019
Q1 		$616K Sell
46,669
-2,603
-5% -$33.7K 0.1% 130
2018
Q4 		$595K Sell
49,272
-6,449
-12% -$84.9K 0.11% 127
2018
Q3 		$801K Sell
55,721
-10,181
-15% -$146K 0.13% 111
2018
Q2 		$929K Sell
65,902
-18,126
-22% -$253K 0.15% 95
2018
Q1 		$1.12M Sell
84,028
-23,836
-22% -$329K 0.19% 86
2017
Q4 		$1.54M Sell
107,864
-6,537
-6% -$91.8K 0.27% 64
2017
Q3 		$1.6M Sell
114,401
-3,482
-3% -$48.2K 0.31% 65
2017
Q2 		$1.63M Sell
117,883
-4,244
-3% -$58.8K 0.33% 62
2017
Q1 		$1.62M Sell
122,127
-10,641
-8% -$140K 0.35% 67
2016
Q4 		$1.69M Sell
132,768
-742
-0.6% -$9.44K 0.38% 62
2016
Q3 		$1.77M Buy
133,510
+256
+0.2% +$3.35K 0.4% 68
2016
Q2 		$1.74M Sell
133,254
-1,076
-0.8% -$13.8K 0.42% 55
2016
Q1 		$1.71M Sell
134,330
-765
-0.6% -$9.37K 0.39% 54
2015
Q4 		$1.81M Buy
135,095
+2,220
+2% +$28.4K 0.46% 61
2015
Q3 		$1.61M Sell
132,875
-1,763
-1% -$22.4K 0.43% 59
2015
Q2 		$1.73M Buy
134,638
+3,641
+3% +$46.7K 0.45% 64
2015
Q1 		$1.68K Buy
130,997
+1,119
+0.9% +$14.4K 0.32% 61
2014
Q4 		$1.57M Buy
129,878
+109,078
+524% +$1.39M 0.46% 54
2014
Q3 		$265K Buy
20,800
+5,400
+35% +$70.3K 0.09% 118
2014
Q2 		$202K Buy
15,400
+1,200
+8% +$15.4K 0.07% 148
2014
Q1 		$179K Buy
+14,200
New +$177K 0.06% 138

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Vicus Capital's BXMX Position: Q4 2019 in Review

Vicus Capital sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2019, closing a stake of 54,443 shares — an estimated $712K sold.

Vicus Capital first reported a position in BXMX in Q1 2014 and held it in 23 quarters. The position peaked at $1.81M in Q4 2015. 106 funds tracked by Wall St. Rank hold BXMX as of Q4 2019.

  • Vicus Capital reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2019 after selling out during the quarter.
  • Vicus Capital sold 54,443 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2019, an estimated $712K.
  • Vicus Capital first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2014 and held it in 23 quarters.
  • Vicus Capital's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.81M in Q4 2015.
  • 106 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2019.

Based on Vicus Capital's 13F filing for Q4 2019, filed 4 Feb 2020.